Zaslav, the cable-executive-turned-mogul, orchestrated the tie-up between Warner Media and Discovery after running the latter for 15 years.
"The current composition as a consolidated public company is not working," Ehrlich wrote in a July 16 note.
AdvertisementZaslav should reexamine his strategy and look at options that would benefit his long-suffering stock, Ehrlich wrote.
3 best blueprints for a WBD turnaroundIn the note, BofA media analysts outlined several potential paths forward for Zaslav and the company.
Advertisement"We have long discussed an impending 'rebundling' in media, as the current streaming market is oversaturated and ripe for consolidation," Ehrlich wrote.
Persons:
—, it's, David Zaslav, hasn't, Jessica Reif Ehrlich, Ehrlich, BofA, Bob Iger, Fox
Organizations:
Service, Warner Bros, Warner Media, Discovery, Business, Bank of America's, NBC, Disney, ABC, CBS, Paramount, Skydance, Max
Locations:
Zaslav, Hollywood